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15 East Anderson Street, Rhinelander, WI 54501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-28 |
| WI | RA | APPROVED | 2026-05-28 |
Branch Locations
833 E Michigan St Suite 1460, Milwaukee, WI 54501 • United States
15 East Anderson Street, Rhinelander, WI 54501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heck Capital Advisors | Milwaukee | WI | 01/2026 | Present |
| Full-Time Education | Chicago | IL | 08/2024 | 12/2025 |
| Rockefeller Capital Management | New York | NY | 06/2025 | 08/2025 |
| Wasatch Global Investors | Salt Lake City | UT | 06/2024 | 08/2024 |
| Full-Time Education | Whitewater | WI | 08/2020 | 05/2024 |
| Woodman's Food Markets | Rockford | IL | 07/2021 | 06/2024 |
| Enterprise Rent-A-Car | Loves Park | IL | 06/2021 | 07/2021 |
| William's Tree Farm | Rockton | IL | 10/2018 | 12/2020 |
| Full-Time Education | Rockton | IL | 03/2016 | 05/2019 |
| Full-Time Education | Janesville | WI | 08/2019 | 05/2020 |
| Carson's Automotive Detailing | Roscoe | IL | 01/2021 | 12/2022 |
| Uline | Pleasant Prairie | WI | 05/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
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